Personal Banking & Lending Solutions Advisor

BMO Harris Bank; South Elgin (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life Insurance

Job summary

BMO Harris Bank is seeking a customer-focused associate in retail banking to deliver personalized financial solutions and excellent service. You will assess customer needs, recommend tailored banking options, and guide clients through transactions across branches and channels.

The role emphasizes proactive relationship-building, compliance with regulations, and collaboration with team members to enhance the customer experience and drive business results.

Qualifications

• 2-3 years of relevant experience is typically required.
• A post-secondary degree in a related field is desirable.
• Knowledge of personal and small business banking needs and solutions.

Responsibilities

• Lead proactive engagement with customers and prospects.
• Perform needs assessments to identify financial solutions and channels.
• Advise on digital and self-serve options to simplify banking for customers.
• Support transactions and build new relationships in the community.
• Ensure compliance with regulatory requirements and risk policies.

Skills

Needs-based assessments

Customer service

Financial solutions

Cross-functional collaboration

Communication

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a customer-focused associate in retail banking to deliver personalized financial solutions and excellent service. You will assess customer needs, recommend tailored banking options, and guide clients through transactions across branches and channels.

The role emphasizes proactive relationship-building, compliance with regulations, and collaboration with team members to enhance the customer experience and drive business results.